Remote Commercial Insurance Account Manager - Transportation

Insurance Office of America; Temple City (CA); À distance; USD 88 000 - 95 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Bonus potential

Health insurance provided

401(k) with employer match

Professional growth

Résumé du poste

Insurance Office of America is seeking an Account Manager for Commercial Lines to oversee a book of business across multiple remote locations. The role emphasizes client retention, renewal negotiations, and seamless policy administration from a team‑leading perspective.

Ideal candidates will have active licensing, strong insurance knowledge, and excellent communication and analytical skills. IOA offers competitive pay, health insurance, and retirement benefits in a supportive environment.

Qualifications

• 3+ years of account management experience or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Active licensing; CIC or equivalent preferred
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)

Responsabilités

• Manage assigned book of business, ensuring account retention and supporting new business.
• Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
• Maintain technical competence and industry expertise.
• Direct daily activities of the account management team.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Connaissances

Account management experience

Insurance brokerage knowledge

Active licensing

CIC designation preferred

Analytical and problem-solving skills

Formation

High School Diploma or equivalent

Outils

MS Office (Outlook, Word, Excel)

Description du poste

Insurance Office of America is seeking an Account Manager for Commercial Lines to oversee a book of business across multiple remote locations. The role emphasizes client retention, renewal negotiations, and seamless policy administration from a team‑leading perspective.

Ideal candidates will have active licensing, strong insurance knowledge, and excellent communication and analytical skills. IOA offers competitive pay, health insurance, and retirement benefits in a supportive environment.